FlowRunner
Installation Guide

Get Started with FlowRunner

Follow these steps to set up FlowRunner for your organization. The entire process takes about 15 minutes.

Overview

Installation Overview

Step 01

Create Account

Sign in with your Microsoft or Google work account

Step 02

Salesforce Setup

Install the package and connect your org

Step 03

Install the Add-in or Extension

Install FlowRunner for Outlook from Microsoft Marketplace, or for Gmail from the Chrome Web Store

Prefer to watch? The full walkthrough — from account creation to your first flow:

Step 01

Create Your FlowRunner Account

Sign up for FlowRunner using your Microsoft or Google work account. The first user from your organization automatically becomes the administrator and you will be redirected to the admin dashboard.

Create Account
Step 02 Salesforce Admin Required

Install Salesforce Package & Connect Org

Install the FlowRunner managed package, then connect your org from the admin dashboard. The package creates the necessary components for secure communication between Salesforce and your inbox — whether your team uses Outlook, Gmail, or both.

2.1

Install the FlowRunner managed package

Installation Link

Click below to install in a production Salesforce org (replace "login" with "test" in the URL for Sandbox):

Install Salesforce Package

FlowRunner will become available on the Salesforce AppExchange in the future.

Installation Steps:

  1. 1 Log in to Salesforce as a System Administrator
  2. 2 Open the installation URL in your browser
  3. 3 Select "Install for All Users"
  4. 4 Click Install and wait for the confirmation message
Salesforce package installation screen with 'Install for All Users' selected and the acknowledgment checkbox checked
2.2

Configure FlowRunner in the admin dashboard

Once the package is installed, finish setup from the FlowRunner admin dashboard:

2.2.1 Connect Your Salesforce Org

From the FlowRunner admin dashboard, click "Add Production Org" or "Add Sandbox" and authenticate with the Salesforce org where you installed the package.

Log in with a Salesforce account that can authorize connected apps and has the "Modify Metadata Through Metadata API Functions" permission (or "Modify All Data"). FlowRunner uses it to read and apply this org's whitelist / session settings and to sync your flows' input variables. If your account lacks it, ask your Salesforce admin to grant it or connect a different Salesforce account.

Animation: clicking Add Production Org in the FlowRunner admin dashboard, logging in to Salesforce, and approving the consent screen

2.2.2 Approve Domain Whitelisting

Once your org is connected, the FlowRunner admin dashboard shows a Complete Setup button. Click it to grant the one-time approval that lets FlowRunner set the IframeWhiteListUrlSettings session variables — allowing flow-runner.com (and, for Outlook, outlook.office.com) to securely render your Salesforce Flows.

Important: This is a one-time approval that enables Lightning Out 2.0 to work inside both the Outlook add-in and the Gmail Chrome extension. No manual Salesforce configuration is required — just press the button.

Animation: clicking Complete Setup on the connected org, then clicking Apply Settings in the Setup Salesforce Settings dialog

2.2.3 Select Available Flows

After connecting, click Add Flows on the connected org. FlowRunner retrieves all Screen Flows from your org so you can select which flows should be available to your Outlook and Gmail users.

Animation: clicking Add Flows on the connected org, selecting a Screen Flow, and assigning it to users
FlowRunner Input Variables

FlowRunner automatically passes context from Outlook or Gmail to your Screen Flows via these input variables. Add them to your flows to receive email and contact data:

FLR_inputContacts

Type: Contact[] (collection)

One Contact per person the user selects in the taskpane — built from the email's sender and recipients, with their name, email address, and role on the email (From, To, or Cc).

FLR_inputEmailMessage

Type: EmailMessage (SObject)

Contains email metadata: subject, body preview, sender, recipients, and timestamps. Optionally includes FLR_ExternalMessageId__c and FLR_ExternalThreadId__c if configured.

FLR_inputUser

Type: User (SObject)

The current Salesforce user. Optionally includes FLR_TenantId__c and FLR_UserId__c — the Microsoft 365 or Google Workspace tenant and user account IDs of the signed-in user.

Full field reference — exactly what each variable receives

FlowRunner only passes a variable if your Flow declares it — declare just the ones you need. Records are passed in memory; nothing is inserted into Salesforce unless your Flow saves it.

FLR_inputContacts

One Contact record per person selected in the taskpane (email sender and recipients).

Field Value
Email The person's email address
FirstName First word of the display name (empty when only an email address is available)
LastName Remainder of the display name
Description The person's role on the email: From, To, or Cc
FLR_inputEmailMessage

A single EmailMessage record with the full content of the open email.

Field Value
Subject Email subject
FromAddress Sender's email address
FromName Sender's display name
ToAddress All To recipients, separated by semicolons
CcAddress All Cc recipients, separated by semicolons
HtmlBody Full HTML body of the email
TextBody Full plain-text body of the email
MessageDate Date and time the email was created (ISO 8601)
FLR_ExternalMessageId__c The email's internet message ID — use it to link records back to this exact email
FLR_ExternalThreadId__c The conversation (thread) ID — use it to group records per email thread
FLR_inputUser

A single User record identifying who runs the Flow.

Field Value
Id Salesforce ID of the user's connected Salesforce account
Email Email address of the signed-in Outlook or Gmail user
FLR_TenantId__c Microsoft 365 or Google Workspace tenant ID
FLR_UserId__c Microsoft or Google user account ID of the signed-in user
2.3

Customize the record lookup flow

Flexible Record Lookup

The FlowRunner package includes a customizable auto-launched flow (flowRunnerRecordLookup) that you can modify to match your business needs:

  • Match Contacts by email address, name, or any other data you get from the email
  • Find Accounts by email domain (e.g., "acme" from "jane@acme.com")
  • Look up Leads, Cases, Opportunities, and other standard or custom objects
  • Return exactly the records your team needs

The admin dashboard shows whether the lookup flow is installed and active.

Prefer to watch? This video shows how to customize the record lookup flow:

Step 03

Install the Outlook Add-in or Gmail Chrome Extension

The final step is to install FlowRunner in your team's inbox. Pick the client your team uses — or install both. Individual users can install either themselves, or your Microsoft 365 or Google Workspace administrator can deploy organization-wide.

Outlook · Microsoft Marketplace

Install the FlowRunner add-in directly from Microsoft Marketplace (formerly AppSource):

Open in Microsoft Marketplace

For Individual Outlook Users

  1. 1 Open Outlook (web, desktop, or mobile)
  2. 2 Go to Get Add-ins from the ribbon or settings
  3. 3 Search for "FlowRunner" and click Add

For Microsoft 365 Admins

  1. 1 Open the Microsoft 365 Admin Center
  2. 2 Navigate to Integrated Apps
  3. 3 Click Deploy Add-in and search for FlowRunner

Gmail · Chrome Web Store Beta

Install the FlowRunner Chrome extension to bring Salesforce Flows into Gmail:

Open in Chrome Web Store

FlowRunner for Gmail is in beta: our app is still in Google's OAuth verification review. The first time you sign in, Google may show a warning that the app is not verified. Click Advanced, then Go to flow-runner.com (unsafe) to continue — all features work normally in the meantime.

For Individual Gmail Users

  1. 1 Open the FlowRunner listing on the Chrome Web Store
  2. 2 Click Add to Chrome and confirm the permissions
  3. 3 Open Gmail and launch FlowRunner from the extension icon or side panel

For Google Workspace Admins

  1. 1 Open the Google Admin console
  2. 2 Go to Devices → Chrome → Apps & extensions
  3. 3 Add the FlowRunner extension by ID and set it to Force install for your users
Optional

Optional Configuration

Demo Flow Template

Get started quickly with our best-practice Flow template. Install it into your org and customize it to your needs.

The template demonstrates how to use the FLR_inputContacts, FLR_inputEmailMessage, and FLR_inputUser variables with common sales use cases.

Install Demo Flow

Replace "login" with "test" in the URL for Sandbox.

Pre-approve User Access

For a smooth user experience, configure the External Client App (ECA) in Salesforce:

  • Set the ECA policy to "Admin Pre-approved"
  • Create the "FlowRunner User" permission set and assign it to the ECA
  • Assign the permission set to your end users

Not sure which licenses and permissions your users need? See the Salesforce requirements.

Custom Fields for FlowRunner

Optional

FlowRunner can populate custom fields on User and EmailMessage objects. Add these fields to unlock additional context in your flows:

User Object

FLR_TenantId__c

Microsoft 365 or Google Workspace tenant ID

FLR_UserId__c

Microsoft or Google user account ID

EmailMessage Object

FLR_ExternalMessageId__c

Outlook or Gmail message ID for API integrations

FLR_ExternalThreadId__c

Conversation/thread ID for email threading

These fields are automatically populated when present. Useful for integrations that need to reference the original Outlook or Gmail message or FlowRunner context.

Get FlowRunner up and running in 15 minutes.

Our team is here to help with setup. Don't hesitate to reach out if you have any questions.

Book a demo Contact support